Modules

Individual Tax Planner

author avatar
1 article by 1 author

CA Form 100, California Corporation Franchise or Income Tax Return

See the links below for the California FTB form instructions. 2022 Form 100 (when available) 2021 Form 100 2020 Form 100

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form 100-ES, Corporation Estimated Tax

See the following links to the FTB instructions. 2023 Instructions (when available) 2022 Instructions

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form 100S, California S Corporation Franchise or Income Tax Return

See the links below for the California FTB form instructions. 2022 Form 100S (when available) 2022 Form 100S K1 2021 Form 100S 2021 Form 100S K1 2020 Form 100S 2020 Form 100S K1

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form 3519 - Payment for Automatic Extension for Individuals

See the following links to the FTB instructions. 2022 Instructions 2021 Instructions

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form 3520-BE, Business Entity or Group Nonresident Power of Attorney Declaration

See the following link to the FTB instructions. Instructions

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form 3520-PIT, Individual or Fiduciary Power of Attorney Declaration

See the following link to the FTB instructions. Instructions

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form 3520-RVK, Power of Attorney Declaration Revocation

See the following link to the FTB instructions. Instructions

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form 3522 - LLC Tax Voucher

See the following links to the FTB instructions. 2023 Instructions 2022 Instructions

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form 3525 - Substitute W-2, etc...

See the following links to the FTB instructions. 2022 Instructions 2021 Instructions

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form 3533 - Change of Address for Individuals

See the following links to the FTB instructions. 2022 Instructions 2021 Instructions

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form 3533-B - Change of Address for Businesses, Exempt Organizations, Estates and Trusts

See the following links to the FTB instructions. 2022 Instructions (when available) 2021 Instructions

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form 3534 - Tax Information Authorization

See the following link to the FTB instructions. Instructions

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form 3535 - Tax Information Authorization Revocation

See the following link to the FTB instructions. Instructions

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form 3536 - Estimated Fee for LLCs

See the following links to the FTB instructions. 2023 Instructions (when available) 2022 Instructions

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form 3537 - Payment for Automatic Extension for LLCs

See the following links to the FTB instructions. 2022 Instructions 2021 Instructions

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form 3538 - Payment for Automatic Extension for LPs, LLPs, and REMICs

See the following links to the FTB instructions. 2022 Instructions 2021 Instructions

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form 3539 - Payment for Automatic Extension for Corporations and Exempt Organizations

See the following links to the FTB instructions. 2022 Instructions 2021 Instructions

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form 3563 - Payment for Automatic Extension for Fiduciaries

See the following links to the FTB instructions. 2022 Instructions 2021 Instructions

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form 3840 - California Like-Kind Exchanges

See the following links to the FTB instructions. 2022 Instructions (when available) 2021 Instructions

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form 540-ES, Estimated Tax For Individuals

See the following links to the FTB instructions. 2023 Instructions (when available) 2022 Instructions

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form 541-ES, Estimated Tax For Fiduciaries

See the following links to the FTB instructions. 2023 Instructions (when available) 2022 Instructions

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form 565, Partnership Return of Income

See the links below for the California FTB form instructions. 2022 Form 565 (when available) 2022 Form 565 K1 (when available) 2021 Form 565 2021 Form 565 K1 2020 Form 565 2020 Form 565 K1

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form 568, Limited Liability Company Return of Income

See the links below for the California FTB form instructions. 2022 Form 568 (when available) 2022 Form 568 K1 (when available) 2021 Form 568 2021 Form 568 K1 2020 Form 568 2020 Form 568 K1

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form 593 - Real Estate Withholding Statement

See the following links for form instructions: 2023 Form 593 2023 Form 593-V 2022 Form 593 2022 Form 593-V

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form 8454 - e-file Opt-Out Record for Individuals

See the following links to the FTB instructions. 2022 Instructions (when available) 2021 Instructions

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form DE 999A, Offer in Compromise Application

Click the link to see the form instructions.

Greg Hatfield
Updated 1 month ago by Greg Hatfield

Form 656, Offer in Compromise

An offer in compromise is filed with the IRS on Forms 656, 433-A (OIC), and/or 433-B (OIC). These forms are all contained in Form 656-B (Form 656 Booklet Offer in Compromise). Click the appropriate l…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

Contact